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Working with Requirements

Projects

Requirements are the smallest building blocks of a project in ETRM. They precisely define what a product must achieve, what properties a material should have, or what goals must be met in a project.

The requirements list


Core Functions

1. Creating Requirements

Within a project, you can add new requirements at any time. You assign a meaningful title and a detailed description. Each requirement automatically receives a unique ID for identification.

Add new requirement

2. Assigning and Removing Tags

Tags (keywords) serve the purpose of flexible organization.

  • Assign: Use tags like Priority: High, Security, or Phase 1 to group requirements by theme.
  • Remove: Tags can be removed or replaced at any time if the focus of the requirement changes.

Requirement detail view

3. Changing Requirements

Requirements are dynamic. Using the edit function, you can adjust titles, content, and tags.

4. Comments

Every requirement has a comment function. Here, team members can ask questions, document decisions, or hold internal discussions without changing the actual text of the requirement. The entire communication history remains stored directly on the object.

Deleted requirement


Working Efficiently with Lists

Filtering

In large projects with hundreds of requirements, the filtering function helps you maintain a clear overview. You can filter the list by tags and choose whether to show or hide deleted requirements. You can also perform a text search to scan both titles and descriptions of the requirements. If you enter a requirement ID preceded by a hashtag (e.g., "#25") into the search field, the requirement list will display that specific requirement along with all its associated child elements.

The requirements list

Deleting

If a requirement becomes obsolete, it can be deleted. Deleted requirements are no longer considered during snapshots, exports, or project copying. However, they can still be viewed in the requirements list, including information on when and by whom they were deleted.

Display of deleted requirements


Best Practices for Good Requirements

Clarity: Formulate requirements as atomically as possible (one thought per requirement).

Verifiability: A good requirement should be measurable or testable (e.g., "The housing must withstand a pressure of 5 bar" instead of "The housing must be sturdy").

Frequently Asked Questions (FAQ)

Yes. The ETRM features an automatic audit trail. Each requirement's history precisely logs which user made which change and at what time. This is essential for accountability in professional engineering.

Comments are included in snapshots and can be carried over when copying a project. However, the export of a project is generated without comments to maintain a clean specification for external parties.


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